How to prepare the package for the auditor

What is it for?

The Auditor package puts into a single ZIP file what an auditor or statutory auditor (revisor oficial de contas, ROC) usually asks for a period: the SAF-T files already generated, the trial balance, the general ledger and the audit log. It only gathers what already exists: it generates nothing new in the accounts and changes no data. The file is made on your computer and is not sent to anyone.

There is also a second file, the control logs of a year (audit log, tax imports and backups), which fiscaldoo keeps for 10 years and which can only be created after the year has ended.

When to use it?

• The auditor asked for the files of a period (a quarter, the year).
• Before an inspection or the statutory audit of the accounts, to hand over everything at once.
• A year has ended and you want to archive that year's control logs.
• Do not use it to generate the SAF-T: the package only uses those already generated. The accounting SAF-T is generated in How to generate the accounting SAF-T.

Where to find it?

Audit › Auditor package, with the Auditor or Fiscal officer profile. The Accountant profile does not have the Audit menu. The submenu has Auditor package, SAF-T generated, Export the control logs of a year and, for the Auditor profile, Payroll audit report.

Before you start

• Profile in the example: Auditor (read-only). The Fiscal officer does the same, except for the payroll file (see “Important notes”).
• The period must have SAF-T generated: check it in Audit › Auditor package › SAF-T generated. In the example there are 8 (January to August 2026, all “Generated”).

How to use it

1. Open Audit › Auditor package › Auditor package. The window comes with the Company and the dates Date From (1 January of the current year) and Date To (today).
2. Type the period. In the example, 01/01/2026 to 31/08/2026.
3. Click Generate package. The link pacote_auditor_2026-01-01_2026-08-31.zip appears; click it to download the file.
4. Open the ZIP. In the example it has:
   • the saft folder with the 8 SAF-T files of 2026 (January to August);
   • saft_gerados.csv: one line per SAF-T, with the period, the mode (F is invoicing) and the control code (SHA-256) of each file;
   • balancete.csv and razao.csv: the same content as the reports' export, for the chosen company and period;
   • registos_auditoria.csv: the audit logs of the period, with 10 columns (date and time, event, user, company, model and record number, origin, access type, model accessed and number of records), without the before and after values;
   • salarios_auditoria.csv: the validated or paid payslips of the period, only for those allowed to read them (see “Important notes”).
5. To archive the control logs of a year that has ended, open Audit › Auditor package › Export the control logs of a year (Fiscal administration profile), type the Year (in the example, 2025) and click Export. The downloaded file, registos_controlo_1_2025.zip, has the audit log, the tax imports, the backup log and manifest.csv with the number of lines and the SHA-256 of each part. In the example the three parts have 0 lines, because there were no recorded movements in 2025.

Expected result

• A ZIP named pacote_auditor_AAAA-MM-DD_AAAA-MM-DD.zip (start and end of the period).
• Each generation is recorded in the audit log (one export record for the package and one download record per SAF-T included), with the ZIP's control code.
• Once exported, the year is Already archived: exporting the same year again gives you the same file, it does not create another one.

Important notes

• Only SAF-T files whose period is entirely inside the package are included. With the period 01/01/2026 to 15/08/2026, the August SAF-T (which ends on 31/08) was left out and the ZIP had 7 files. The month is left out with no warning or error, and the trial balance and general ledger still go up to 15/08: only the SAF-T files are left out. The same applies to a start in the middle of a month (a start on 05/01 leaves January out). To include a month, the start and end of the period must be the first and last day of that month.
• The package does not generate SAF-T files. If one month's file is missing, generate it first and open the package again.
• Payroll. The salarios_auditoria.csv file only comes for users who can read payslips (the Auditor). The Fiscal officer gets the package without that file and without a warning: in the example, the Fiscal officer's ZIP had 4 files besides the SAF-T and the Auditor's had 5. If the auditor needs the payroll, ask them to generate the package with the Auditor profile.
• The CSV column headers are in English (for example, timestamp, event, gross) and the files use the semicolon as separator and dates in dd-mm-yyyy format. When opening in Excel, choose the “semicolon” separator.
• It is not a certification. The package gathers files; checking the figures (for example, unbalanced journal entries or the trial balance) is still up to you. Pending validation by a certified accountant: whether this set of files is enough for what the statutory auditor asks for in your case.
• Exporting the control logs of a year can only be done with the Fiscal administration profile, and only for years already ended. The Auditor sees the menu, but their screen is view-only: it only shows Cancel, without the Export button.

Common problems

“There is no valid SAF-T file generated for this company and period”

• Cause: the chosen period (in the example, 01/09/2026 to 30/10/2026) has no SAF-T generated, or the period does not cover a whole month.
• What to do: check in SAF-T generated, generate the missing file and open the package again. The window says so: “Generate it first in the SAF-T menu and open this package again.”

“The start date must not be after the end date”

• Cause: you swapped the dates (tested with 31/08/2026 to 01/01/2026).
• What to do: correct the period and generate again.

“Only the fiscal administration profile can export the control logs”

• Cause: the year is not archived yet and the profile is not Fiscal administration. Tested with the Fiscal officer profile, which is not Fiscal administration.
• What to do: ask someone with the Fiscal administration profile.

“Choose a year that has already ended”

• Cause: you asked for the current year (tested with 2026). The screen says: “2026 is not valid.”
• What to do: choose an earlier year. For a period of the current year, use the Auditor package.